earnings
confidence high
sentiment positive
materiality 0.70
O'Reilly Q2 EPS up 11% to $0.78 on 4.1% comp sales growth; raises FY comp guidance to 3-4.5%
O REILLY AUTOMOTIVE INC
2025-Q2 EPS reported
$1.40
revenue$8,661,982,000
- Q2 diluted EPS $0.78 (+11% YoY, split-adjusted); revenue $4.53B (+6%); comp store sales +4.1% on top of 2.3%.
- Gross margin improved to 51.4% from 50.7%; operating income $914M (+6%), margin flat at 20.2%.
- Repurchased 6.8M shares for $617M ($90.71 avg) in Q2; YTD repurchases 13.3M shares for $1.18B.
- Raised FY2025 comp store sales guidance to 3.0%-4.5% (prior 3%-4%); EPS guidance $2.85-$2.95.
- Opened 105 net new stores YTD (target 200-210 for FY2025); celebrated 100th Mexico store in July.
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